Ran Chen, EA, CFP®

Finance Exam Prep

Education EN ↓ 283 episodes

Finance Exam Prep is a daily podcast designed to help future tax and finance professionals pass their certification and licensing exams with clarity and confidence. Built and operated by OpenExamPrep, this podcast breaks down major tax exams into focused, easy-to-digest episodes covering the CPA & Enrolled Agent (EA) Exam, including Part 1 (Individuals), Part 2 (Businesses), and Part 3 (Representation, Practices, and Procedures). Each episode targets one key tax concept, common exam trap, or high-frequency test topic—making it ideal for studying during commutes, workouts, or short study sessio...

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Author

Ran Chen, EA, CFP®

Episodes

Enrolled Agent Exam [Part 1] 08, Interest and Dividend Income 23.01.2026 3:29

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • Report all interest on Schedule B if it exceeds $1,500, but on...

Enrolled Agent Exam [Part 1] 07, Self-Employment Income Basics 22.01.2026 3:40

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • How to calculate net profit on Schedule C by subtracting ordin...

Enrolled Agent Exam [Part 1] 06, Wages, Salaries, and Tips 21.01.2026 3:24

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • Why Box 1 (Wages) and Box 5 (Medicare Wages) on Form W-2 can b...

Enrolled Agent Exam [Part 1] 05, Gross Income Inclusions 20.01.2026 2:46

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • Gross income under IRC Section 61 includes all income from any...

Enrolled Agent Exam [Part 1] 04, Dependent Rules and Requirements 19.01.2026 4:17

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • The critical difference between the support tests for a qualif...

Enrolled Agent Exam [Part 1] 03, Standard Deduction for 2025 18.01.2026 3:39

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • The specific 2025 standard deduction amounts for Single, MFJ,...

Enrolled Agent Exam [Part 1] 02, Filing Status Determination 17.01.2026 3:13

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • Marital status for tax filing is determined on the last day of...

Enrolled Agent Exam [Part 1] 01, Introduction to Individual Taxation 15.01.2026 3:57

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • The crucial calculation for Adjusted Gross Income (AGI) and it...